Virtus Investment Advisers’s Stanley Black & Decker SWK Stock Holding History

Virtus Investment Advisers’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-9,321	Closed	-$1.58M	–	381
2017 Q4	$1.58M	Sell	9,321 -2,420	-21%	-$396K	0.17%	164
2017 Q3	$1.77M	Sell	11,741 -1,038	-8%	-$149K	0.19%	161
2017 Q2	$1.8M	Sell	12,779 -1,862	-13%	-$255K	0.18%	164
2017 Q1	$1.95M	Sell	14,641 -5,029	-26%	-$631K	0.17%	169
2016 Q4	$2.26M	Sell	19,670 -213	-1%	-$25.4K	0.17%	169
2016 Q3	$2.44M	Buy	+19,883	New	+$2.4M	0.16%	189

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Virtus Investment Advisers's SWK Position: Q1 2018 in Review

Virtus Investment Advisers sold out of Stanley Black & Decker (SWK) in Q1 2018, closing a stake of 9,321 shares — an estimated $1.58M sold.

Virtus Investment Advisers first reported a position in SWK in Q3 2016 and held it in 6 quarters. The position peaked at $2.44M in Q3 2016. 793 funds tracked by Wall St. Rank hold SWK as of Q1 2018.

Virtus Investment Advisers reported no remaining Stanley Black & Decker position as of Q1 2018 after selling out during the quarter.
Virtus Investment Advisers sold 9,321 Stanley Black & Decker shares in Q1 2018, an estimated $1.58M.
Virtus Investment Advisers first reported a position in Stanley Black & Decker in Q3 2016 and held it in 6 quarters.
Virtus Investment Advisers's Stanley Black & Decker position peaked at $2.44M in Q3 2016.
793 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.